EWP

Elevation Wealth Partners Portfolio holdings

AUM $278M
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.56M
3
+$2.59M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.69M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.53M

Top Sells

1
+$9.54M
2
+$2.97M
3
+$2.74M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$942K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$555K

Sector Composition

1 Technology 7.02%
2 Communication Services 3.43%
3 Consumer Discretionary 2.84%
4 Healthcare 2.26%
5 Financials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$70.4K 0.03%
1,628
-607
202
$70.4K 0.03%
1,000
203
$67.3K 0.03%
+2,105
204
$64.7K 0.03%
130
-20
205
$61.9K 0.03%
1,068
+25
206
$61.9K 0.03%
+827
207
$61.7K 0.03%
+1,721
208
$61K 0.03%
464
+2
209
$60.5K 0.03%
232
+26
210
$60.3K 0.03%
680
211
$58.4K 0.02%
2,563
+587
212
$58.1K 0.02%
1,846
+801
213
$57.9K 0.02%
150
214
$57.6K 0.02%
800
215
$56.8K 0.02%
110
216
$56.6K 0.02%
495
+11
217
$56.5K 0.02%
931
+19
218
$55.9K 0.02%
501
219
$55.4K 0.02%
732
-171
220
$55.2K 0.02%
165
221
$54.6K 0.02%
2,113
222
$54.6K 0.02%
1,483
+33
223
$53.3K 0.02%
232
-87
224
$53.2K 0.02%
300
+55
225
$52K 0.02%
879
-35
7 8
9
10 11